Commentary & Ideas

Retirement Scan

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How Wells Fargo Serves the Ultra-Rich Ultrahigh-net-worth investors can have complex needs. That's why Abbot Downing, Wells Fargo's group serving investors with $50 million or more, has family historians and psychologists on staff.

Commentary & Ideas

Tax Strategies Scan

Multimedia

How Wells Fargo Serves the Ultra-Rich Ultrahigh-net-worth investors can have complex needs. That's why Abbot Downing, Wells Fargo's group serving investors with $50 million or more, has family historians and psychologists on staff.

HD Vest's Alpha Bet

The April 1 kickoff of the second quarter means advisors who help clients set investment strategy are likely feeling stress. "Listen," many of them no doubt have been telling clients, "2013 was a terrific year. Enjoy the gift of a 30% gain in the S&P 500. Just remember that that kind of performance won't repeat in 2014." Hopefully, at least a few will truly temper their expectations.

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